NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership8,268 shares
Latest Disclosed Value $ 767,932
Brandywine Oak Private Wealth Llc reports 1.29% increase in ownership of NEE / NextEra Energy, Inc.

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 8,268 shares of NextEra Energy, Inc. (MX:NEE) valued at $767,932 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,163 shares of NextEra Energy, Inc.. This represents a change in shares of 1.29% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F NEXTERA ENERGY COM 65339F101 8,268 105 1.29 768 17.10 0.0646
2026-02-03 2025-12-31 13F NEXTERA ENERGY COM 65339F101 8,163 91 1.13 655 7.55 0.0550
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 8,072 -38 -0.47 609 8.36 0.0529
2025-07-24 2025-06-30 13F NEXTERA ENERGY COM 65339F101 8,110 -199 -2.39 563 -4.58 0.0521
2025-05-07 2025-03-31 13F NEXTERA ENERGY COM 65339F101 8,309 -1,354 -14.01 589 -14.88 0.0578
2025-01-27 2024-12-31 13F NEXTERA ENERGY COM 65339F101 9,663 121 1.27 693 -14.14 0.0677
2024-11-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 9,542 -1 -0.01 807 19.41 0.0780
2024-07-30 2024-06-30 13F NEXTERA ENERGY COM 65339F101 9,543 -2,150 -18.39 676 -9.64 0.0694
2024-05-07 2024-03-31 13F NEXTERA ENERGY COM 65339F101 11,693 -5,715 -32.83 747 -29.33 0.0779
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 17,408 -8,270 -32.21 1,057 -28.14 0.1175
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 25,678 -6,779 -20.89 1,471 -38.91 0.1726
2023-08-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 32,457 -881 -2.64 2,408 -6.27 0.2695
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 33,338 -1,449 -4.17 2,570 -11.66 0.2999
2023-02-06 2022-12-31 13F NEXTERA ENERGY COM 65339F101 34,787 -1,299 -3.60 2,908 2.79 0.3617
2022-11-14 2022-09-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 36,086 -2,090 -5.47 2,829 -4.33 0.3840
2022-07-22 2022-06-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 38,176 -128 -0.33 2,957 -8.85 0.3784
2022-05-02 2022-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 38,304 -97 -0.25 3,244 -9.51 0.3710
2022-02-07 2021-12-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 38,401 -716 -1.83 3,585 16.74 0.3915
2021-10-18 2021-09-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 39,117 3,442 9.65 3,071 17.48 0.3567
2021-08-09 2021-06-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 35,675 21,577 153.05 2,614 145.45 0.3051
2021-05-06 2021-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 14,098 602 4.46 1,065 2.31 0.1569
2021-02-08 2020-12-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 13,496 10,255 316.41 1,041 15.80 0.1587
2020-10-16 2020-09-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 3,241 31 0.97 899 16.75 0.1503
2020-08-06 2020-06-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 3,210 274 9.33 770 9.07 0.1368
2020-05-06 2020-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 2,936 -16 -0.54 706 -1.12 0.1458
2020-01-28 2019-12-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 2,952 0 0.00 714 3.93 0.1299
2019-10-30 2019-09-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 2,952 -1,372 -31.73 687 -22.37 0.1302
2019-07-22 2019-06-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 4,324 -19 -0.44 885 5.48 0.1769
2019-05-09 2019-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 4,343 -613 -12.37 839 -2.56 0.1749
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 4,956 4,956 861 0.1935
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.